Civic Intelligence

Rotary Electric Club of Great Falls

EIN 85-3618612 • 501(c)4 • Great Falls, MT

990-N Coverage

Profile

The mission of rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

PO Box 1633Great Falls, MT 59403

rotaryelectric.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$57,468

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$57,468

No earlier filing loaded for comparison.

Operations

Revenue

$26,508

No earlier filing loaded for comparison.

Expenses

$37,859

No earlier filing loaded for comparison.

Net Income

-$11,351

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2024: $57,468Liabilities 2024: $0Net Assets 2024: $57,4682024

Highlighted filing

2024

Assets$57,468
Liabilities$0
Net Assets$57,468

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2024: $26,508Expenses 2024: $37,859Net Income 2024: -$11,3512024

Highlighted filing

2024

Revenue$26,508
Expenses$37,859
Net Income-$11,351

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$26.5$37.9$11.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$99,796
Mission and Program Overview

Mission

The mission of rotary is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
SERVICE PROJECTS TO SUPPORT THE COMMUNITY.$21,505$73,288
MEMBER SERVICES TO APPROXIMATELY 35 MEMBERS.$0$16,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON GRAYDirector-$0--
TODD NEIGHBORDirector-$0--
JOANN GOGODirector-$0--
ZACH SWARTZPast President/Treasurer-$0--
HEATHER PALERMOPresident-$0--
TOM JACOBSONPresident-Elect-$0--
JORDYN ROGERSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mt Multicultural Fair$44,540$44,540$21,420$23,120
Tardi Gras$44,731$32,072$22,596$9,476
Total Events$89,271$76,612$94,793$-18,181
Filing and Contact Details

Filer

Filer Name
Rotary Electric Club of Great Falls
EIN
85-3618612
Phone
4067818098
Address
PO BOX 1633, GREAT FALLS, MT 59403

Signing Officer

Name
Zach Swartz
Title
President
Phone
4067818098
Signed
2025-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Pinion LLC
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Megan Connors
Phone
4067270888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 218.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: tardi gras beneficiary. Grantee name: aware, inc.. Grantee address: 205 e. Park anaconda, mt 59711. Property description: cash. Book value of property: 21,505. Date of gift: 04/03/24. Amount given: 21,505.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 70. Description: legal and professional. Amount: 2,500. Description: meals & entertainment. Amount: 75. Description: office supplies. Amount: 2,454. Description: program committee expenses. Amount: 238. Description: miscellaneous. Amount: 12. Total to form 990-ez, line 16: 5,349.

Raw XML Appendix164 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TODD NEIGHBOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANN GOGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ZACH SWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER PALERMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TOM JACOBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JORDYN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherRevenueTotalAmt0218
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE PROJECTS TO SUPPORT THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016354
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt173288
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt026508
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IRS990EZ/WebsiteAddressTxt0HTTPS://ROTARYELECTRIC.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TARDI GRAS
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt019747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TARDI GRAS BENEFICIARY. GRANTEE NAME: AWARE, INC.. GRANTEE ADDRESS: 205 E. PARK ANACONDA, MT 59711. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 21,505. DATE OF GIFT: 04/03/24. AMOUNT GIVEN: 21,505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 70. DESCRIPTION: LEGAL AND PROFESSIONAL. AMOUNT: 2,500. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 75. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 2,454. DESCRIPTION: PROGRAM COMMITTEE EXPENSES. AMOUNT: 238. DESCRIPTION: MISCELLANEOUS. AMOUNT: 12. TOTAL TO FORM 990-EZ, LINE 16: 5,349.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04067818098
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY ELECTRIC CLUB OF GREAT FALLS
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 10TH STREET SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
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ReturnHeader/PreparerPersonGrp/PhoneNum04067270888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN CONNORS
ReturnHeader/ReturnTs02025-01-20T04:36:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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